You have better things to do with your time.

Our role at Legacy Works is to relieve you of the burden of administering a trust or probate estate. We are a part of your team, working closely with your attorneys, accountants, investment advisors, and healthcare providers.

You have better things to do with your time.

Our role at Legacy Works is to relieve you of the burden of administering a trust or probate estate. We are a part of your team, working closely with your attorneys, accountants, investment advisors, and healthcare providers.

Who We Are

Kevin Shiinoki, JD

Principal
1164 Bishop St. #805
Honolulu, HI 96813

Wendell K. Lee, CPA, CGMA, MT

Principal
1164 Bishop St. #805
Honolulu, HI 96813

We look forward to serving you.

What We Do

Below is a guide to what we do for you should you decide to become our client.

Steps in Estate or Trust Administration

  • Preparation for Administration

  • Gathering and Protecting Estate Assets

  • Inventory and Appraisals

  • Managing the Estate or Trust Assets

  • Sale of Trust or Estate Assets

  • Paying Claims and Expenses

  • State and Federal Tax Filings

  • Accounting and Administration for Court and Beneficiaries

  • Distribution and Closing of the Trust or Estate

Steps in Estate or Trust Administration

  • Preparation for Administration

  • Gathering and Protecting Estate Assets

  • Inventory and Appraisals

  • Managing the Estate or Trust Assets

  • Sale of Trust or Estate Assets

  • Paying Claims and Expenses

  • State and Federal Tax Filings

  • Accounting and Administration for Court and Beneficiaries

  • Distribution and Closing of the Trust or Estate

Let us help you.

Our estate administration services ranges from a variety of activities and whether we function as executor, trustee or in some other role, our highest priorities are confidentiality, objectivity, responsiveness — and protecting the value of the estate or trust. We understand the demands placed on a trustee and the challenges faced while tending to his or her own career, family and responsibilities.

Our services are designed to be flexible to the trustee’s needs and allows them to choose or maintain existing relationships with professionals that already look after their interests.

Let’s talk.

Consultation is free. Contact us for information.

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